November 21 links

David Llewellyn-Smith

Tuesday 20 November 2012

Global macro:

Soros buys gold. Bloomberg What bubble?
More QE could distort not deliver. FT

United States

Dark pool trades rocket. FT, CFA
Housing starts up. Calculated Risk
Maufacturing is back but the jobs aren’t. Wonkblog
Industrial Production has stalled. EV, Tim Duy
HP down.
Coal squashed by rail costs. Sober Look
Bernanke bashes rally. Zero Hedge

Europe:

Spain worried about Catalonian vote. Guardian
But why? Alphaville
Is Norway the last safe haven? II
Where the Spain downgrade is a problem. Alphaville

Local:

10 point plan for Turnbull PM. AFR
No GST changes for you. AFR
No dark pools for you. AFR
Oh dear, click frenzy crashes. SMH
Jail for Tinckler? SMH
Budget cuts hit chemotherapy. The Oz
Oz LNG pipeline is bust. BS Yep, the bigger question is what happens to current projects?
Bank chairmen upset about IMF capital call. BS

About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.